RIA Intelligence

THE CATHOLIC FOUNDATION

Legal name: CATHOLIC FOUNDATION

CRD #104721 SEC #801-34436 DALLAS, TX 972-661-9792
SEC Registered
Total AUM
$160.7M
Discretionary
$121.8M
Employees
7
Clients
--
Accounts
73

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRAMER, JOHN, MATTHEWIPRESIDENT/CHIEF EXECUTIVE OFFICERNA Control
KRAMER, JOHN, MATTHEWIPRESIDENT/CHIEF EXECUTIVE OFFICERNA Control
MCDONALD, CAROL, PARKSICCO/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICCO/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
MCDONALD, CAROL, PARKSICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control
SCHAFFLER, EDWIN, MARTINIPRESIDENTNA Control

Registrations

Federal

IA
Mar 18, 2014 REGISTERED

Notice Filings (1)

TX

Address

5310 HARVEST HILL RD.
SUITE 248
DALLAS, TX 75230
United States
Phone: 972-661-9792